Plan Snapshot
- Plan Sponsor: Zoic, INC.
- Sponsor EIN: 320005336
- Sponsor Address: 6285 E. SPRING STREET #240, LONG BEACH, CA, 90808
- Plan Type: 401(k)
- Total Participants: 81
- Total Assets: $10.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 81 | $10.7M | $43,857 | $632,867 |
| 2023 | 111 | $9.8M | $116,203 | $982,750 |
| 2022 | 146 | $7.6M | $70,239 | $815,756 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| AJ ROBBINS CPA, LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $3,195 | $2,645 | — | — | — |
| 2023 | $2,130 | $2,055 | — | — | — |
| 2022 | $2,792 | $1,479 | — | — | — |